Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,696 | $29,736+107.5% | $56,033+10.1% | $80,935-23.8% |
| Participation rate | 16.1% | 41.7%-25.6pp | 52.5%-36.4pp | 67.7%-51.5pp |
| Annual return | 13.73% | 35.28%-21.5pp | 1711.38%-1697.7pp | 35.66%-21.9pp |
| Employer contribution / active EE | $571 | $671-14.9% | $1,041-45.1% | $2,757-79.3% |
| Participant deferral / active EE | $1,206 | $1,228-1.8% | $1,954-38.3% | $4,299-72.0% |
| Admin fee / account holder | $6,263 | $2,434+157.3% | $2,827+121.5% | $6,924-9.6% |